The Bullish Macro Case for Brazilian Stocks with Blind Squirrel Macro

In this episode I speak with Rupert Mitchell from Blind Squirrel Macro. Blind Squirrel Marco is a macro economic investment research publication that draws on Rupert's more than 30 years of experience working with, and investing in, global financial markets.

In this conversation we discuss a recent Blind Squirrel Marco research piece titled "Samba Time!" which lays out Rupert's bullish macro thesis for Brazil.

The link to the research is below and it is well worth the read! Our conversation is also full of useful information for investors!

If you want to follow Rupert and Blind Squirrel Macro you can follow him on Twitter/X and SubStack:

Twitter/X: https://twitter.com/SquirrelMacro

Blind Squirrel Macro Newsletter: https://www.blindsquirrelmacro.com/p/samba-time

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